William StewartCRD Number: 4614872
Current Firm: Financial Security Advisory Inc.
William Stewart (CRD# 4614872) is an Investment Advisor Representative working at Financial Security Advisory Inc. in Virginia Beach, VA and has over 13 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
Pathway Financial Planning, Inc.
Virginia Capital Management Group Inc.
|Stewart Financial Services, Inc.||Virginia Beach, VA||Jul 1997 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2003|
|S65||NASAA Investment Advisors Law Examination||Nov 2003|
Total Assets Under Management547MILLIONS
Total Number of Accounts3,700ACCOUNTS
Average Account Value$147,811
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, MA, MD, NC, NJ, NY, PA, SC, TX, VA